Compare AU
Compare QUS vs. AUMF
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares S&P 500 Equal Weight ETF (QUS) and the iShares Edge MSCI Australia Multifactor ETF (AUMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUS | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 80 | 5 |
Median incremental investment | $1,053.50 | $141.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,104.10 | $1,495.68 |
Average age group | > 35 | > 35 |
Key Summary
QUS | AUMF | |
|---|---|---|
Strategy | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 90.31m in AUM and 119 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | DOLLAR TREE INC (0.27 %) NEWMONT CORP (0.26 %) DOLLAR GENERAL CORP (0.26 %) | COMMONWEALTH BANK OF AUSTRALIA (8.65 %) BHP GROUP LTD (6.51 %) RIO TINTO LTD (3.83 %) |
Top 3 industries | Industrials (15.85 %) Financials (14.23 %) Information Technology (13.70 %) | Financials (27.16 %) Materials (20.85 %) Industrials (11.08 %) |
Top 3 countries | United States (98.60 %) Switzerland (0.39 %) United Kingdom of Great Britain and Northern Ireland (0.39 %) | Australia (99.45 %) China (0.55 %) |
Management fee | 0.29 % | 0.3 % |
Key Summary
QUS | AUMF | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P 500 Equal Weighted | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.3 % |
Price | $50.05 | $36.48 |
Size | $817.289 million | $90.063 million |
10Y return | 85.99 % | N/A |
Annual distribution yield (5Y) | 4.92 % | 5.35 % |
Market | ASX | ASX |
First listed date | 19/12/2014 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUS | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 80 | 5 |
Median incremental investment | $1,053.50 | $141.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,104.10 | $1,495.68 |
Average age group | > 35 | > 35 |
Pros and Cons
QUS | AUMF | |
|---|---|---|
Pros |
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Cons |
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QUS | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |